The Missing Ingredient To Setting More Life Insurance Appointments… And Closing The Most Sales!

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9/19/2022 – Dear friends, during the past 23 years, we have helped thousands of agents and advisors who wanted to learn how to sell a lot more life insurance. The vast majority of those agents and advisors were struggling to consistently close the life insurance sales they wanted. Whether they buy life insurance leads… or use a lead generation program… or offer seminars… for every 10 leads they may get… they are only setting sales appointments with only 1 or 2 out of 10 of those leads. Even when they are lucky enough to set a sales appointment… they are only closing a life insurance sale with only 1 or 2 out of 10 of those sales appointments.

Discover The Missing Ingredient To Setting Life Insurance Appointments And Closing Sales!

Every veteran advisor tells us they have great products. They feel they do a good fact-finding interview with each prospect. They have a great life insurance sales presentation! And they are good at setting appointments and closing life insurance sales! The only thing they have a problem with is the poor quality of their life insurance leads. They will explain that most of the leads they get… are with people who don’t have any money. Or they already have an advisor. They don’t have a problem they need help with. Or they just came to their life insurance seminar for a free meal.

Veteran Advisors’ Main Problem…

Accordingly, before we offer any advice, we will review everything they are doing. All the advisors say they have great products and know how to explain them. Plus, they all have a decent life insurance sales presentation from one of the self-proclaimed sales gurus. And, they all believe they conduct a good thorough fact-find with every prospect. In addition, these 20-year-plus veterans in financial services, tell us they know how to close life insurance sales. So, they all believe that their poor sales results are due to the poor quality of the life insurance leads. Accordingly, we will discuss the quality of their leads. Most of them are in a good area and are sending letters, etc. to find and attract the right people. In most cases, the quality of their life insurance leads does not appear to be the problem.

Veteran Advisors’ Success Stories Selling Life Insurance

Most of the veteran advisors we talk to are initially only missing one critical ingredient. So we will make some suggestions and help them prepare for the next meeting with a prospect.

Here Are Some Of Their Life Insurance Sales Results…

“Dear Jeremy, I just wanted you to know, yesterday I set 9 new appointments for the rest of this week and next. I picked up a $40,000 check yesterday, 2 apps for life insurance and an appointment to move 67,000 from a 401K to an EIA. Thank again for your help and generosity. Spencer” Spencer Childs – NV (31 years in the business)

“My life insurance policy count has increased (into high double digits) by over 200% through August 2020.” Christopher Antonopoulos, NV, Managing VP, Appreciation Insurance & Financial Services (12 yrs in financial sales)

“My business is exploding! I wished I followed the IPS stuff sooner. What’s amazing to me is that I was making this way too hard. I’ve taught 3 library classes so far this week and have the 4th class on Saturday. I’ve been getting about 10-15 (5-6 couples and a few singles) attendees per class and everyone is booking appointments with me. To rephrase that….after the class, they are asking me for the appointment.” Raymond J. Kozicki, IL (12 years in the business)

Sitting with a client that had about $70,000 in debt I was able to help them get out of debt in about 2 1/2 years instead of 12. At the same time, I was able to help them set aside for retirement and wrote a $10,500 annual premium dividend-paying life insurance case. It’s amazing how much easier it is to write a case when you’re HELPING someone instead of selling! Ryan Biniak, IA, (8 Years in the business)

“I just got off the phone with my CPA – I increased my bottom line 2 and half times over last year! Audrey Sendrowski, MA (10 years in the business)

The above veteran advisors’ results are not unique. We have helped hundreds of veteran advisors dramatically improve their life insurance sales almost overnight. Most of them experienced a dramatic improvement in their life insurance appointments and closing sales in only a few weeks. And, the majority of those advisors are now making $25,000, $50,000, or much more per month selling their life insurance products.

The question is, are you ready to listen… so that you too can quickly improve your life insurance sales results – close more life insurance sales?

Are you ready to learn about the critical missing ingredient, the above veteran advisors found?

Then please read this next part very carefully!

The Missing Ingredient To Selling The Most Life Insurance!

The problem most advisors have is… you are not asking ‘enough’ of the right questions to get your prospects actively and emotionally involved.

Yes, I know we have said this many times. But, are you still taking the wrong action trying to improve your life insurance leads? When will you take the right action?

Whether you are trying to sell your prospect on why setting a sales appointment, or you are trying to close a life insurance sale! You must get the prospect actively and emotionally involved in the sales process.

You must ask enough of the right questions to help your prospect to agree that they have a problem. And then get them to agree that they want your help to correct the problem. If they don’t believe they have a problem and that you can help them with a solution, then why should they waste their precious time meeting with you?

Consider for a moment…

How many lead sources, lead generation systems, or life insurance seminar systems have you tried? Please think carefully! Has your life insurance appointment setting or sales closing ratio dramatically improved using these new leads? I’m not talking about a slight improvement. Have you seen a dramatic improvement of 50% or more in setting appointments and closing life insurance sales?

Then would you agree, that if you want to sell more life insurance, (or any product) then you need to work on a different approach to the problem?

It’s time for you to start asking more questions in every phase of the sales process. Whether it’s the initial contact, during your life insurance seminar, or during the sales appointment. You need to be asking more questions to help your prospect identify the real problem. Stop trying to persuade your prospect to buy your life insurance products. Start asking questions to learn about the prospect’s true needs and what they really want.

Asking questions is simple, but it is not easy to master. It takes practice, lots of it, to break the old way we were taught to sell life insurance. Which is telling rather than asking.

Here Is A Questioning Example for Selling Life Insurance:

Most agents ask: Do you have life insurance to replace your income if something happens to you? And then they jump right in trying to convince the prospect that they should consider buying more life insurance.

If you want to set more life insurance appointments and close more sales, then you should be asking: How do you feel about that? Why is that a problem? What would you like to see happen? Is there any particular reason you only have x amount of life insurance? Why is that a concern? 

Remember, good questioning is a learned skill that takes years to master. But when you start asking more questions you will see some immediate results!

Here are some new habits you must form to sell more annuities and life insurance:

  • Stop Talking – ask questions and then really listen to what your prospect is saying.
  • Then Stop Telling The Prospect – ask questions that will get the prospect to tell themselves what their problem is.
  • Finally, Stop Jumping In With Solutions – ask questions to explore and make sure both parties understand the real problem (s) before you offer a solution.

Over the years, we’ve seen advisors try new life insurance lead sources, new lead generation systems, new seminars, new sales ideas and presentations, and new closing techniques. None of them has produced the dramatic results you will experience by learning how to ask more questions… So you get your life insurance prospects actively and emotionally involved.

Do you want to close the most life insurance sales and make a great income? Then start asking more questions at your next life insurance sales appointment. When you ask enough of the right questions, your prospect will tell you exactly what you need to do to sell the most life insurance to them!

When will you get the tools, training, and support you need to learn how to ask the right question to sell life insurance the right way?

Two of the many success stories about our life insurance sales system, tools, and training.

Tony Filippone, RFC - IL,“Last year (2008) between October and December things were looking pretty bleak. I was running a little scared due to the horrible economic news. It seemed as though people were not doing anything and my business was feeling it. I even decided to scale back my operation. However, thanks to Lew’s and Jeremy’s coaching and support I was able to hang-in-there, and this year seems like it will be one of my best ever. Even during this economic downturn, I never stopped sending out my newsletters, or doing my educational workshops. In fact, I’ve even uncovered several free speaking engagements and I am starting to profit from those.

I have stopped doing expensive dinner seminars and now I am doing much cheaper workshops at the local Library. The last one I did, I literally had to turn people away because I had more people sign up than I could fit in the room. Not only that, but many of the people who were too scared to do anything last year called me back this year and told me they were ready. In the ten years I spent in this business before I started working with you, I can’t remember anyone ever calling me back and telling me they were ready to move forward. Now, it happens all the time.” Antonio Filippone, RFC, FMM – IL (16 years in the business)

“I wish every agency and professional association would use your systems. While they are far from basic they do remind me how vital the basics are to my business and our industry. They reinforce the fact that questions, not products, help people to see you as an expert. The first time I used your two page presentation template I closed a 12K commission term conversion. After reviewing it the client literally said, let’s go with the second option that you proposed. That’s it! There was no closing, no cajoling and no begging. All the work was done during the first meeting. Thanks for all your help and coaching and please know that I appreciate your commitment to our industry.” Brandon Green, ChFC, CLU, CAS, CLTC, FSS, LUTCF – TX (15 years in the business)

When Will You Learn The Critical Missing Ingredient To Selling The Most Life Insurance?

When will you learn the best way to help middle-income families? Instead of you just closing a life insurance sale?

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How To Close 9 Out Of 10 Insurance Sales - Asking Prospects The Right Questions! So You Set Better Appointments and Close Larger Sales!When will you learn the best consultative selling, insurance sales skills, probing questions, and fact-finding, with the tools, coaching, and back-end sales support you need to help middle-income families? So you can help middle-income families to find the money to spend, save, invest, insure, and plan wisely for the future. So they can Live Debt Free And Truly Wealthy?”

Check out our How To Close ‘9 Out Of 10’™ Insurance Sales Tool Kit! Because you will get 90 days of personal insurance agent success training, coaching, and mentoring… with back-office sales support! All from a team that has been training new and experienced insurance agents and advisors for over 40 to be Trusted Advisors helping middle-income families to want to solve their problems. It is the best annuity and insurance agent sales training… To guarantee you will earn $250K or more per year selling life insurance and annuities! 

First, you will get the best agent sales training to show you what to say (the basic insurance prospecting script). And then the probing sales questions to ask your prospects… So you will set your best insurance sales appointments.

Then you will get the best insurance agent sales training to show you the right sales questions to ask to help middle-income families… So they will identify and want to solve their problems. We will also show you how you can help middle-income families to find the money! So that they can take action right now!

Then we will show you the best ways for you to present your solutions to your families. So that you will close more and larger life insurance and annuity sales in the next 30 days! To be successful in closing 9 out of 10 insurance sales like the legendary agents! It is the best insurance agent and financial advisor training to earn $250K or more per year as a Trusted Advisor!

Includes… Membership to Our Private Site at $29.95 per month after the first month,
Includes… 90 Days of Personal Insurance Agent Success Training, Coaching, and Back-Office Sales Support Worth $2,097!

When will you get the tools, training, and sales support you need to help middle-income families? So you can successfully set life insurance and annuities appointments and close sales like the industry legends?


When Will You Learn How To Help Middle-Income Families? So You Will Make More Money Selling Life Insurance And Annuities! 

Living Debt Free And Truly Wealthy

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Recommended By The Members Of The IARFC - How to Sell The Most Life Insurance... The Missing Ingredient To Setting Life Insurance Appointments And Closing Sales!

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